Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,399 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,600 | $72,620+97.7% | $90,760+58.2% | $66,938+114.5% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | -13.89% | -12.28%-1.6pp | -12.16%-1.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,999 | $2,369+153.2% | $2,922+105.3% | $2,545+135.7% |
| Participant deferral / active EE | $7,258 | $3,979+82.4% | $4,565+59.0% | $4,238+71.2% |
| Admin fee / account holder | $81 | $707-88.6% | $8,444-99.0% | $594-86.4% |